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Financial planning
Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...
Financial planning
Macquarie has consolidated its Funds and Banking & Financial Services groups to form Macquarie Specialist Investments....
Financial planning
Macquarie Wrap has created an online system that helps advisers keep track of their clients' super contributions and helps them avoid breaching their contribution caps....
Financial planning
Macquarie Adviser Services has launched a new superannuation advice module for its COIN software....
Financial planning
AXA's plans to extend the use of its Wealth.Net platform, which its North product currently sits on, has acted as the catalyst for the ACCC to block a proposed acquisitio...
People & Products
Boutique Dalton Nicol Reid has recruited Macquarie Bank executive Matt Long as it seeks to expand its offering to dealer groups....
Financial planning
Platform innovation is being spurred by the increasing popularity of separately managed accounts (SMAs), according to Brandt Page, director of Fortuna Partners....
Financial planning
The total master fund market grew by 21.1 per cent in 2009 and stood at $410.3 billion at 31 December, according to Plan for Life research....
Financial planning
Macquarie Funds Group has launched a longevity risk protection product that it says will provide investors with a guaranteed minimum level of income for life....
Financial planning
Macquarie Adviser Services has launched a new adviser website, which the company says is the first stage in the roll out of Macquarie's integrated website for intermediar...
People & Products
Financial Wisdom appoints Macquarie's Mark Ballantyne to general manager role....
People & Products
Former IAG managing director Michael Hawker resurfaces in Australia on Macquarie Bank board....
Funds management
Former Macquarie bank fund manager, Oswyn de Silva, has been restrained after trying to leave Australia in breach of court orders....
Financial planning
Law firm Levitt Robinson argues the compensation arrangements being negotiated between former Storm Financial clients and the Commonwealth Bank of Australia will not achi...
People & Products
Macquarie Adviser Services has appointed Fiona Mackenzie to its practice consulting business as a senior practice consultant....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...